Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.44%
3 year
3.67%
5 year
1.43%
10 year
2.23%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
15.48%
Sharpe
0.08
Sortino
0.12
Max drawdown
-34.35%
Best month
14.03%
Worst month
-21.88%
Beta vs VTSAX
0.96
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.